Point of Sale and Checkout

On the Retail > Sales page, you can view and manage all the in-person transactions processed at your facility. Additionally, this is where staff can process a sale!

How to process a Quick Sale

If staff needs to process a sale for an item not listed in the Product list, they can use the Quick Sale feature to complete the transaction.

1. Click the + New Button
2. Select Quick Sale
3. Select the Home button
4. Select Quick Sale
5. Enter the Amount and click Checkout.
6. Apply Custom Fees (if applicable):
   • If applicable, select the appropriate Custom Fee from the drop-down menu before proceeding.
   • If you need to update the Custom Fee, this can be done under Settings > Taxes & Fees
7. Select the Payment Method:
8. Select Pay & Confirm.
9. Click Done. 

Note: If no customer is selected, you can still complete the checkout process by accepting cash or through the POS terminal.

How to Process a Product Sale

1. Click the + New Button
2. Select Add Customer
3. If you have a barcode scanner, you can scan the item and it will populate in the cart. If you do not have a barcode scanner, then click the "Add Product" button
4. Select Item(s)
5. Click Checkout.
6. Tax is automatically added at checkout, as long as the Tax Rate has been added to the Product
7. Apply Custom Fees (if applicable):
   • If applicable, select the appropriate Custom Fee from the drop-down menu before proceeding.
   • If you need to update the Custom Fee, this can be done under Settings > Taxes & Fees
8. Select the Payment Method:
9. Select Pay & Confirm
10. Click Done. 

How to Process a Retail Sale refund

To process a refund for a sale:

1. Navigate to Retail > Sales transaction summary page.
2. Find the transaction you wish to refund and click the Refund button.
3. Enter the refund amount (Note: You cannot refund more than the original transaction amount).
4. Select the Payment Method for the refund.
5. Click Issue Refund.

How to Download a Receipt

Follow these steps to download a receipt for a sales transaction:

1. Go to Retail > Sales page to view all your sales transactions.
2. Locate the Desired Transaction and click the Download Receipt icon
3. A PDF copy of the receipt will download to your device